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Para Planner

8 months ago


Illovo, South Africa BDO South Africa Full time

**Para Planner, Financial Planning**

**What this position offers**:

- The opportunity to work with senior Financial Planners throughout the 6-step Financial Planning Process, client interactions & meetings.
- The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos.
- Exposure to client-related events and training programs.
- Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.

**Minimum Requirements to apply**:

- Certified Financial Planner® professional
- At least 3 years’ work experience within a Financial Planning practice.
- Experience in working with Elite Wealth’s financial planning software would be an advantage.
- Excellent MS Office 365 skills.

**Required Skills & Measurement of Performance**:

- Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
- Bi-annual management appraisal related to performance; progress & knowledge gained.
- Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners.
- A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.

**General**

**Consent to process your information.**
- You have disclosed up to date and accurate records; and
- You agree to us keeping your records in our data base as per our Retention Policy.

**Declaration**

**To apply, please submit the following documents**:

- Short Resumé/CV
- ID document
- Academic record
- Motivational cover letter on why you wish to pursue a career as a professional Para Planner